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Financial Planning Process-Investment Philosophy

Our investment philosophy is based upon reason and academic science. To know more visit: http://www.financialplaninc.com

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Financial Planning Process-Investment Philosophy

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  1. Financial Planning Process- Investment Philosophy

  2. Investment Philosophy • Our investment philosophy is based upon reason and academic science. There are four basic tenets to our philosophy: • Returns • Risks • Costs • Taxes http://www.financialplaninc.com/financial-planning-process

  3. http://www.financialplaninc.com/financial-planning-process

  4. In your absence We Analyze We Refine We Consult We Implement Illustration of our process In your presence • Discovery Interview • Strategy Session • Mutual Commitment meeting • Solution Presentation • Organizational Workshop http://www.financialplaninc.com/financial-planning-process

  5. Find Us 103 E. Holly St, Suite 505 Bellingham, WA 98225 Phone: (360) 714-1234 Mail to:Info@FinancialPlanInc.com Visit Us:www.financialplaninc.com

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